New robo-advisor makes use of 401(k) ‘brokerage window’
"401kInvestor.com" shows plan participants how to build their own portfolios using low cost, non-plan ETFs within their existing retirement accounts, said founder Wayne Connors.
401(k)/IRA
Annual report on 401(k) cost information is published
The study shows the average investment expense for a 100-participant, $5 million plan is 1.22%. This figure includes 0.56% for the investment manager and 0.66% for recordkeepers, advisors and...
Video: A Chat with Morningstar’s Retirement Solutions Group
In this seven-minute video, RIJ editor Kerry Pechter interviews Nathan Voris, the large market practice leader, and Jeremy Stempion, the director of investments, of the Retirement Solutions Group of...
